Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s IBM IBM Stock Holding History

Linden Thomas Advisory Services’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.12M Buy
9,658
+446
+5% +$106K 0.17% 192
2026
Q2 		$2.59M Buy
9,212
+585
+7% +$147K 0.21% 146
2026
Q1 		$2.09M Buy
8,627
+3,595
+71% +$973K 0.2% 173
2025
Q4 		$1.49M Buy
5,032
+427
+9% +$128K 0.15% 211
2025
Q3 		$1.3M Buy
4,605
+585
+15% +$153K 0.13% 243
2025
Q2 		$1.19M Sell
4,020
-391
-9% -$101K 0.13% 246
2025
Q1 		$1.1M Buy
4,411
+353
+9% +$86.3K 0.14% 261
2024
Q4 		$892K Buy
4,058
+984
+32% +$219K 0.11% 299
2024
Q3 		$680K Buy
3,074
+747
+32% +$146K 0.09% 333
2024
Q2 		$402K Buy
2,327
+773
+50% +$134K 0.06% 385
2024
Q1 		$297K Buy
1,554
+325
+26% +$59.3K 0.05% 393
2023
Q4 		$201K Buy
+1,229
New +$186K 0.04% 409

Other funds holding IBM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Linden Thomas Advisory Services's IBM Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its IBM (IBM) stake by 4.8% in Q3 2026, buying an estimated $106K and bringing the position to 9,658 shares worth $2.12M. The position accounts for 0.17% of the portfolio, ranked #192.

Linden Thomas Advisory Services first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.59M in Q2 2026. 2,867 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Linden Thomas Advisory Services held 9,658 shares of IBM worth $2.12M as of Q3 2026.
  • Linden Thomas Advisory Services bought 446 IBM shares in Q3 2026, an estimated $106K.
  • IBM made up 0.17% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #192 holding.
  • Linden Thomas Advisory Services first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Linden Thomas Advisory Services's IBM position peaked at $2.59M in Q2 2026.
  • 2,867 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.